Feature · Client charts & care plans
One record that keeps its whole history
Every client has a single chart that holds their intake, conditions, contacts and the care plan their caregivers actually follow. Edit the plan and the prior version is kept, so you can always see what changed and when.
One chart caregivers can actually reach
Every client has a single record that holds their intake, contacts and the care plan their caregivers follow. Conditions, medications, schedule pattern and the family, in one place instead of scattered across notes and inboxes.
- Intake, conditions and contacts in one place caregivers can reach
- Conditions, medications, schedule pattern and the family, on file from day one
- Sensitive chart views are logged, aligned with the health-privacy laws that apply to your agency (PHIPA and PIPEDA in Canada)
From intake to history
The whole record, working together
Intake feeds the chart, the chart carries a versioned plan, and every sensitive view is logged — three parts of one workflow, not three systems.
Start with a structured intake
New clients come on board through a guided six-step intake, so nothing essential is missed before the first visit. What you capture becomes the chart, with no retyping into a second system.
A care plan that keeps every version
The plan your caregivers follow lives on the chart, versioned. Edit it and the prior version is preserved, never overwritten, so you can always see what changed, when, and who published it.
Send a document to the caregivers who need it
A scanned paper care plan, a consent, an intake sheet: switch a file on for caregivers and it appears under Documents from the office on the visits of the caregivers assigned to that client, and only theirs. It appears once it has scanned clean, and switching it off takes it away on their next load. Sharing and unsharing are both written to the audit log, and caregiver access is recorded too — repeat opens of the same client’s documents within a few minutes collapse into one entry rather than flooding the log.
Open a document to read it, without collecting copies
A PDF or an image opens in a browser tab and renders, so checking what a document says no longer fills a Downloads folder. Types a browser cannot display still download, because there is nothing to render. The access log records which way it was opened: read in the browser, or taken as a copy.
Every sensitive read is logged
Opening a chart leaves a trail. Sensitive views are recorded so you can show who looked at what and when, aligned with the health-privacy laws that apply to your agency (PHIPA and PIPEDA in Canada).
A record built around the person, not the paperwork
The chart exists so caregivers arrive knowing the conditions, the medications and the plan, and so the family stays in the picture. Less time reconciling notes, more time with the client.
Nothing important gets lost between visits.
One chart, every revision kept, every sensitive view logged, so the next caregiver picks up exactly where the last one left off.
Works with
Give every client one record that remembers.
14-day trial · full access · no credit card.